intergenerational

1 in 4 advised clients funding adult children

A quarter (25%) of financial advisers are working with clients to release funds to help adult children, according to a new report.

Only 1 in 10 Planners expect to retain assets on wealth transfer

Only 10% of Financial Planners are very confident they would retain assets under advice when wealth is transferred to clients’ family members, according to new research.

Curtis Banks backs charity fighting generational 'inequality'

Curtis Banks has partnered with the Intergenerational Foundation, a charity focusing on tackling wealth unfairness between generations.

FCA launches intergenerational finance discussion paper

The FCA has today published a discussion paper on intergenerational financial differences, exploring the changing financial needs of consumers from different age groups.

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